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Tradition Wealth Management’s Schrodinger SDGR Stock Holding History

Tradition Wealth Management’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$18K – 1034
2023
Q4 		$18K Sell
500
-28
-5% -$812 ﹤0.01% 873
2023
Q3 		$15K Sell
528
-200
-27% -$8.06K ﹤0.01% 925
2023
Q2 		$36K Buy
+728
New +$24.6K ﹤0.01% 718

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Tradition Wealth Management's SDGR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 500 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in SDGR in Q2 2023 and held it in 3 quarters. The position peaked at $36K in Q2 2023. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 500 Schrodinger shares in Q1 2024, an estimated $18K.
  • Tradition Wealth Management first reported a position in Schrodinger in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Schrodinger position peaked at $36K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.